WLIM
White Lighthouse Investment Management Portfolio holdings
AUM
$615M
This Quarter Return
+5.57%
1 Year Return
+13.17%
3 Year Return
+46.89%
5 Year Return
+66.64%
10 Year Return
–
AUM
$557M
AUM Growth
+$557M
(+7.5%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
56.95%
Holding
133
New
12
Increased
54
Reduced
41
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.16M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.67M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$1.35M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.11M |
| 5 |
British American Tobacco
BTI
|
$873K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$1.24M |
| 2 |
Apple
AAPL
|
$832K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$502K |
| 4 |
Duke Energy
DUK
|
$417K |
| 5 |
Arista Networks
ANET
|
$365K |
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Consumer Staples | 1.09% |
| 3 | Healthcare | 0.99% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Communication Services | 0.36% |
